Avantyr Capital Partners, LP

Est. AUM

$2.08B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	JOHNSON CONTROLS INTERNATION	SHS	$246.6M	1882831	11.84%	SOLE
2	VISA INC	COM CL A	$178.4M	590242	8.57%	SOLE
3	ASML HLDG NV	N Y REGISTRY SHS	$177.8M	134603	8.54%	SOLE
4	SCHWAB CHARLES CORP	COM	$152.6M	1624191	7.33%	SOLE
5	US FOODS HLDG CORP	COM	$147.6M	1600864	7.09%	SOLE
6	VULCAN MATLS CO	COM	$146.8M	539094	7.05%	SOLE
7	AERCAP HOLDINGS NV	SHS	$145.3M	1059549	6.98%	SOLE
8	NVIDIA CORPORATION	COM	$121.5M	696654	5.84%	SOLE
9	CAPITAL ONE FINL CORP	COM	$112.1M	614295	5.38%	SOLE
10	META PLATFORMS INC	CL A	$111.6M	195100	5.36%	SOLE
11	LIBERTY MEDIA CORP DEL	COM LBTY ONE S C	$84.4M	993052	4.06%	SOLE
12	UNION PAC CORP	COM	$78.5M	323712	3.77%	SOLE
13	AMAZON COM INC	COM	$53.8M	258146	2.58%	SOLE
14	LINDE PLC	SHS	$52.2M	105356	2.51%	SOLE
15	SOMNIGROUP INTERNATIONAL INC	COM	$46.1M	624204	2.22%	SOLE
16	LOUISIANA PAC CORP	COM	$45.3M	622510	2.18%	SOLE
17	INTEL CORP	COM	$39.2M	887266	1.88%	SOLE
18	VERSANT MEDIA GROUP INC	COM CL A	$38.3M	1035872	1.84%	SOLE
19	MADISON SQUARE GARDEN ENTMT	COM CL A	$37.2M	630861	1.79%	SOLE
20	WIPRO LTD	SPON ADR 1 SH	$29.4M	13886108	1.41%	SOLE
21	FIRST AMERN FINL CORP	COM	$25.0M	414766	1.20%	SOLE
22	CORE SCIENTIFIC INC NEW	COM	$11.9M	798137	0.57%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.